Summit ‘24 Speakers

AJ Shankar is the Founder & CEO of Everlaw, an AI-powered cloud-based software for litigation and investigations that helps legal teams chart a straighter path to the truth. Before founding Everlaw, AJ graduated from Harvard with an AB in Mathematics and Computer Science and received his PhD in Computer Science from the University of California, Berkeley.

As an award-winning journalist, Shankar Vedantam has dedicated himself to shedding light on the unseen forces that shape our world. His podcast Hidden Brain is one of the most popular in the world, with over 2 million downloads per week, and combines science, data, and psychology to present ideas to listeners in unique ways.

Kevin Roose is an award-winning technology columnist for The New York Times and the best-selling author of three books, Futureproof, Young Money, and The Unlikely Disciple. His column, “The Shift,” examines the intersection of tech, business, and culture.

Kevin is a recurring guest on The Daily and appears regularly on leading TV and radio shows. He writes and speaks frequently on topics including automation and artificial intelligence, social media, disinformation and cybersecurity, and digital wellness.

Gloria Lee is the Chief Legal Officer (CLO) at Everlaw, a cloud-based platform that unlocks the collaborative power of litigation and investigative teams.

As the company’s legal strategist, Gloria advises Everlaw’s executive leaders and Board of Directors to drive business growth while mitigating risk. She leads the legal department and is responsible for all legal, regulatory and privacy issues across the company.
Gloria brings to Everlaw over 25 years of experience as a ground-breaking trial lawyer and in-house counsel, with deep expertise in litigation, regulatory issues, technology and legal operations.

As CLO of Commure, a health-tech unicorn, Gloria oversaw the legal, regulatory, compliance, and security functions, and closed a merger with an imputed value of $6 billion. She also served as General Counsel (GC) at Newsela, an ed-tech unicorn. As Newsela’s first GC, she built the legal function from scratch, executed on a mandate to get the company IPO-ready and helped complete five acquisitions over two years.

Prior to Commure, Gloria served as VP, Deputy GC at Fitbit where she built and led various legal functions over time, helping the company launch more than 20 new products and services, and expand from 60 to more than 100 countries. In addition to successfully defending Fitbit in contentious patent and intellectual property litigation, Gloria was the company’s lead lawyer in Google’s $2.1 billion acquisition of Fitbit, shepherding the deal through rigorous antitrust review. Gloria worked with regulators around the world for nearly 15 months to successfully clear the merger in a climate of intense antitrust scrutiny of Big Tech, while dealing with novel data privacy issues.

Gloria has also held leadership positions at McKesson, a Fortune 10 healthcare company, where she advised on complex and novel legal matters. Prior, Gloria was a trial lawyer with the Oakland City Attorney’s Office, an attorney with the law firm of Morrison & Foerster, and a judicial law clerk for Chief Judge Pallmeyer of the U.S. District Court of the Northern District of Illinois.

Gloria received her B.A. with Honors from Swarthmore College and her J.D. Magna Cum Laude from the University of Minnesota Law School. She lives in the East Bay with her family and dog. She and her family love to travel, eating their way through countries. Ever the consummate litigation attorney, Gloria is a long time yoga devotee who still struggles to clear her mind.

Mark is a cutting-edge, data-driven trial lawyer. Much like the pioneering lawyers in DNA forensics, Mark understands the foundational role that technology now plays in our lives and how to leverage that understanding to prove cases thought to be unwinnable.

Mark has demonstrated expertise in leveraging cutting-edge technology in DiCello Levitt’s modern and evolving trial practice to achieve what were previously believed to be impossible results for his clients. An internet technology expert, he is a student of integrating technology into the practice of law. He has been selected to national discovery review teams and is regularly consulted on cloud-based systems, discovery technology, the Internet of Things, and litigation concerning data storage and security. He has testified before the Ohio State Legislature multiple times on data security and related issues.

Mark is a respected litigator and trial lawyer who has recouped life-changing compensation for clients around the country. He has expertise and experience ranging from defective products to internet technology disputes. Mark is recognized for breaking barriers in medical malpractice litigation through groundbreaking work in exposing electronic medical record alterations and successfully expanding states’ damages caps in joint replacement surgery cases.

Mark brings a unique voice to the Sedona Conference’s Data Security and Privacy Liability working group and is one of the authors of Sedona’s Biometric Privacy Primer. He has also served as a Trustee of the Ohio Association for Justice since 2014. Mark is currently Editor-in-Chief of Ohio Trial and is a member of Law360’s Personal Injury Editorial Advisory Board.

Mark Agombar is a distinguished legal professional and the driving force behind XBundle. With a legal career spanning over three decades, he’s a seasoned innovator who continuously seeks ways to alleviate the pressures faced by legal teams. Mark is an expert in tailoring solutions to meet diverse legal team requirements. Under his guidance, the XBundle team provides comprehensive in-house Edisclosure and support services to silver law firms, meticulously managing the Ediscovery process.

Bob is a lawyer, veteran legal journalist, and award-winning blogger and podcaster. In 2011, he was named to the inaugural Fastcase 50, honoring “the law’s smartest, most courageous innovators, techies, visionaries and leaders.” Earlier in his career, he was editor-in-chief of several legal publications, including The National Law Journal, and editorial director of ALM’s Litigation Services Division.

Abigail Avilucea is an Ediscovery Manager for Santa Clara County, and has extensive knowledge and practice with managing electronic discovery on a large scale. She’s practiced in multiple states.

As Associate County Counselor and Administrative Law Manager for St. Louis County, Jennifer is responsible for managing the county government’s labor and employment team, including union negotiations, progressive discipline and EEOC complaints, legal opinions, document and case management system, ediscovery system and processes, records retention, and support staff.

Stephanie Biehl has dedicated her career to advocacy on behalf of communities and individuals taking on prodigious and powerful adversaries in complex, high-stakes litigation. She has a variety of experience prosecuting cases from investigation through trial and appeals and has been named a Super Lawyers Rising Star consistently throughout her practice.

Before joining Sher Edling, Stephanie was successful in obtaining multimillion-dollar recoveries through complex cases in the business, consumer, employment, securities, derivative, and class action fields. She and her teams were routinely appointed Lead Counsel and Class Counsel in a variety of state and federal cases.

Stephanie was a judicial extern for Senior District Judge Charles R. Breyer for the Northern District of California, and she graduated cum laude from UC Hastings College of the Law. While at Hastings, she earned her concentration in Civil Litigation and Alternative Dispute Resolution, was an award-winning member of the nationally-renowned Hastings Trial Team, and was the Executive Notes Editor of the Hastings Business Law Journal.

Prior to law school, Stephanie attended Notre Dame de Namur University (NDNU) where she received her BS in Business Administration and her BA in Spanish Studies. She graduated summa cum laude, as the valedictorian of her class. Stephanie also had the honor of being the Undergraduate Commencement Speaker and receiving the highest leadership and excellence awards from her academic schools, the Cross Country team, multiple student life groups, the NDNU Board of Trustees, and the City of Belmont.

Julie is the director of practice technology at Vorys. She has worked in legal technology for more than 30 years. She has a paralegal degree and has worked in law firms and in-house litigation departments. Her experience includes managing large scale ediscovery and document productions, records management, litigation technology training and development of numerous litigation technology databases. She manages Vorys’ litigation technology department, which provides in-house support, training, processing and production of ediscovery.

Julie is active in coordinating litigation technology education opportunities for the International Legal Technology Association (ILTA) and serves as the Conference Co-Chair for ILTACon 2019-2020. In 2020, Julie received ILTA’s Contributor of the Year Award and in 2011, Julie received ILTA’s Distinguished Peer Award for Litigation and Practice Support. She is a certified Ediscovery Specialist (CEDS) and is certified in ViewPoint, Summation, Sanction, Law 5.0, the Information Technology Infrastructure Library (ITIL) and Lean Six Sigma.

Zach Caplan concentrates his practice on complex litigation, including antitrust class actions on behalf of consumers, workers, businesses, and public entities.

Zach serves as a member of leadership teams that have recovered hundreds of millions of dollars for the firm’s clients. For example, he has played a significant role in litigating antitrust cases brought on behalf of physicians and other purchasers targeting the soaring prices of prescription drugs. In this space, he has litigated reverse payment, patent fraud, monopolization, and price-fixing matters in federal courts around the country. Zach has also been involved in several cases alleging years-long manipulation of global financial benchmarks by some of the world’s largest banks.

Prior to rejoining the firm in 2023, Zach was an attorney with the Antitrust Division of the U.S. Department of Justice. While at the Justice Department, Zach led teams investigating anticompetitive conduct in the healthcare space and assisted with fast-paced monopolization litigation. He also served on the Division-wide Discovery and Technology Working Group where he contributed to guidelines for all Division attorneys on various ediscovery topics.

Zach is an active participant in the American Antitrust Institute (AAI) and the Committee to Support the Antitrust Laws (COSAL). He regularly speaks and writes on antitrust and ediscovery issues.

Chelsy Castro is principal and founder of Castro Jacobs Psychotherapy and Consulting, a firm specializing in lawyer well-being. A recognized expert in highachiever well-being, Chelsy has worked with tech companies, universities, international law firms, and numerous companies across the country. From thousand-person conferences to 20-person workshops, Chelsy equips her audiences with the knowledge and skills necessary for sustainably healthy success in a competitive world.

A graduate of the University of Chicago and American University Washington College of Law, Chelsy practiced law as a multilingual attorney in the field of international regulatory compliance before transitioning into the clinical and consulting fields. An attorney turned psychotherapist and performance coach, she now counsels individuals, teams, and the organizations they work for on how to achieve their goals in healthy and productive ways. Chelsy’s publications and trainings focus on science-based skills and strategies for improving performance and increasing well-being in high-pressure professions.

She has been featured by the American Bar Association, Telemundo, and several legal industry publications and podcasts. She is a renowned speaker, author of the book 50 Lessons for Happy Lawyers, and creator of the Healthy High-Achiever e-learning suite.

As part of Kiewit’s Strategic Resolutions Group, Cat concentrates on finding a path to resolve the company’s most complex and challenging disputes, while managing sensitive internal and external investigations. In her role, Cat regularly leverages organizational insights and lessons learned to identify and champion process improvement opportunities to mitigate risk.

For the past 30+ years, Steve Davis has performed and supervised hundreds of investigations on behalf of governmental agencies, corporations and law firms involving civil and criminal matters. Steve is a Licensed Private Investigator in the State of Texas and the Private Security Company Manager for Purpose Legal. Steve has been with Purpose Legal (and its predecessor company Digital Discovery) for the past 16 years. He has testified on behalf of his clients on over 50 occasions relating to investigative findings on both causation and damages.

Steven oversees the firm’s ediscovery consulting, processing, analytics, and document review capabilities, and manages the Litigation Support Department.

He is responsible for the overall strategic planning of litigation technology for the firm, including development of recommended practices and standard operating procedures, and the selection of preferred vendor partnerships. Steven also advises clients and litigation teams on evidence management, ESI protocols, best practices, trial technology, and ediscovery project workflow.

As Associate Dean for Clinical Programs and Experiential Learning, Professor Delfino oversees the administration of experiential learning programs, legal skills courses, and the law school’s 21 live-client clinics. She closely collaborates with the administration, staff, and faculty of LLS and LMU on academic programs, budget management, and co-curricular matters relating to clinics, skills classes, and experiential learning, including trial and appellate advocacy, the public interest department, entertainment law program, field placement department, institutes, and practicum. She also works on course curriculum design and development of programs that support the professional development of faculty colleagues’ teaching skills and clinical courses.

Professor Delfino teaches skills and doctrinal courses in appellate law, legal ethics and civil procedure, the judicial branch, advanced legal writing, and alternative dispute resolution. She also teaches in Loyola’s part-time evening hybrid program and developed the ethical lawyering, appellate advocacy, and moot court courses designed to fit the unique hybrid course schedule.

Her research and scholarship interests center on the intersection of the law and current events and emergencies, such as the opioid epidemic, the proliferation of deepfakes and AI technologies, and immigration crises. Her work investigates the historical roots of events and crises while also projecting forward, exploring how the law can and should be used to provide solutions to emerging problems and potential catastrophes.

Professor Delfino believes that the answers to the societal challenges appear only through active intellectual engagement that crosses the disciplines within the law and beyond. Accordingly, her scholarship reflects the need for greater connections between fields of law and the academic disciplines of business, humanities, natural and applied sciences, and social science.

In addition to teaching and scholarship, Professor Delfino also serves as the Faculty Director of Loyola’s nationally recognized and award-winning Moot Court Program. As Director of the Loyola Moot Court Program, Professor Delfino has developed a unique and intensive summer advocacy “boot camp” at Loyola for advanced legal writing and oral advocacy students.

Prior to joining the full-time faculty of the law school Professor Delfino served as Lead Senior Appellate Attorney at the California Court of Appeal, Second Appellate District, Division Seven for 17 years. During her tenure at the Court of Appeal she researched and prepared more than 800 bench memoranda and draft legal opinions in numerous areas of law from felony criminal cases, to complex civil litigation, to family law and probate, to juvenile dependency and delinquency matters. In addition to her full-time position at the Court of Appeal, in 1999 Professor Delfino joined the adjunct faculty of Loyola Law School.

Professor Delfino is a member of the adjunct faculty of the Glendale Community College where she teaches a political science course focused on California State and Local Government and a course focused on the United States federal government and politics at the national level.

Professor Delfino served as a “neutral” for the Los Angeles County Superior Court from 1999 until 2014. Since 1999 she has been mediator, arbitrator and judge pro tem. As a volunteer bench officer, Rebecca has presided over more than 100 limited civil arbitrations and small claims trials.

Professor Delfino began her legal career as litigator at Kirkland & Ellis and was later an associate at Quinn, Emanuel, Urquhart & Sullivan in Los Angeles. She handled all phases of civil litigation in a variety of cases from complex multi-party product defect and construction cases to white-collar criminal defense, to protection of intellectual property rights, to defense of employment discrimination and harassment claims.

During law school, Professor Delfino had an externship with the Honorable William Shubb of the Federal District Court of the Eastern District of California in Sacramento. After graduation from law school, she served on a clerkship with the Honorable Cliff Young, Associate Justice of the Nevada State Supreme Court.

Professor Delfino also worked as an elementary school teacher for the Los Angeles Unified School District in South Central Los Angeles before attending law school.

Mark B. DeSanto, Senior Counsel in the firm’s Consumer Protection Department, has nine years of class action litigation experience in federal courts throughout the United States, during which he has helped recover over $300 million for his consumer, pension participant, investor, and employee clients in class actions involving false and misleading advertising, defective products, data breaches, ERISA litigation, securities litigation, employee rights, and other consumer protection litigation.

In 2023, Mr. DeSanto was named to the Legal Intelligencer’s “Lawyers on the Fast Track” list. Since 2018, Mr. DeSanto has been selected by Pennsylvania Super Lawyers as a Rising Star (an honor reserved for 2.5% of lawyers in Pennsylvania), as selected by his peers based on his professional achievements. Mr. DeSanto authored a chapter of a course handbook published by the Practising Law Institute on March 1, 2018, for the 23rd Annual Consumer Financial Services Institute titled Chapter 57: The Impact of Payment Card II on Class Action Litigation & Settlements (ISBN Number: 9781402431005).

Mr. DeSanto received his Juris Doctor (J.D.), cum laude, from the University of Miami School of Law in 2013, where he was a member of the National Security and Armed Conflict Law Review. During his second and third years of law school, Mr. DeSanto worked full-time at a securities litigation firm while also attending law school full-time and earning Dean’s List multiple semesters, and President’s Honor Roll distinction (4.0 GPA), as well as honors distinction in Trial & Litigation Skills courses I and II. Prior to attending law school, Mr. DeSanto attended the University of Miami where he earned his Bachelor of Business Administration (B.B.A.) in Finance in 2009. Mr. DeSanto is admitted to practice law in Florida, Pennsylvania, and New Jersey.

Kathy Enstrom is the Director of Investigations for the Moore Tax Law Group and a former Executive within Internal Revenue Service Criminal Investigation (IRS CI). Having spent nearly 28 years in federal law enforcement, Ms. Enstrom has expertise in financial crimes, specifically income and employment tax evasion, money laundering, Bank Secrecy Act violations, government assistance fraud, and bank fraud.

Ms. Enstrom brings over a quarter of a century’s experience investigating financial crimes. She will assist clients facing governmental investigations and civil matters involving all manner of alleged tax, financial, and economic fraud.

Ms. Enstrom began her IRS career in 1995 as an intern with IRS CI in Cedar Rapids, Iowa, and the year following was sworn in as a Special Agent in Chicago, Illinois. She then moved throughout the organization in various investigative and management roles. These supervisory roles were located in Chicago, New York City, Washington DC, Los Angeles, Milwaukee, Cincinnati, and Ottawa, Canada.

Ms. Enstrom rose to an executive position within IRS CI and her last assignment was to serve as Executive Director of Field Operations-Northern Area, overseeing one-third of the United States, which included offices headquartered in Chicago, Detroit, Cincinnati, Philadelphia, Newark, Boston, and New York City. Previous to this assignment, she was the Executive Special Agent in Charge for the Chicago Field Office and the Executive Director for CI’s Operations, Policy and Support. There she oversaw all CI policy and Internal Revenue Manual updates and the Financial Crimes Section, National Forensic Lab, Special Investigative Techniques Section, Warrants & Forfeitures Section, Treasury Liaison, TEOAF Liaison, and FinCEN Liaison.

Ms. Enstrom’s time in federal law enforcement concluded with her role as Chicago’s Special Agent in Charge of Federal Deposit Insurance Corporation, Office of Inspector General from July 2021 to March 2023. In this role, she conducted investigations involving bank fraud and oversaw agents covering six states in the Midwest which included Illinois, Wisconsin, Indiana, Michigan, Ohio and Kentucky.

Andrew represents and counsels some of the largest businesses and financial institutions in the country in complex commercial disputes—including claims arising from contract, business torts, class actions, securities fraud, business combinations, shareholder disputes, the Fair Credit Reporting Act, software implementation and intellectual property disputes, including trade secrets and non-competition agreements.

Andrew’s experience includes appearances in federal and state courts throughout the country, as well as in all types of ADR proceedings. Highlights of his experience includes representing a significant public company and its senior officers in securities and derivative cases, and financial services institutions in commercial disputes, securities cases, and merger challenges. He has been recognized as a Rising Star by Ohio Super Lawyers.

In addition to his complex commercial dispute resolution experience, Andrew is Chair of the Firm’s eDiscovery Group. Andrew’s ediscovery practice focuses on providing practical advice, strategic guidance, and predicable costs in the collection, retention, review, and production of documents and things in connection with litigation, subpoena responses, and ADR proceedings. Andrew also provides pre-dispute counseling regarding document-retention policies and ediscovery planning.

John Fonstad is the Senior Litigation Counsel, Civil eLitigation in the Executive Office for United States Attorneys. Before that, he served for seven years as an Assistant United States Attorney for the District of Alaska, with responsibilities for a wide range of affirmative and defensive civil litigation and as the district’s Civil eLitigation Coordinator. He previously worked in private practice at large law firms on eDiscovery-intensive multidistrict tort litigation and complex commercial matters. He is a graduate of the University of Michigan Law School.

Manfred Gabriel is an attorney in Holland & Knight’s New York office who leads the firm’s Legal Support Services organization. In this role, Mr. Gabriel oversees Holland & Knight’s comprehensive and integrated ediscovery and fact-finding unit, which assists clients in managing the risks and costs of ediscovery by leveraging advanced technology and workflows. In addition, he provides clients with a wide range of services from enterprise-level ediscovery management to delivery on large, complex ediscovery projects.

He has assisted clients in: responding to litigation ediscovery requests, including data identification and collection, data processing and hosting, and structuring document reviews, quality control and document productions; advanced ediscovery workflows, with a particular focus on technology-assisted review or predictive coding, statistical sampling and statistical process control, as well as streamlining and integrating the various aspects of complex ediscovery projects; data privacy and General Data Protection Regulation (GDPR), especially for international companies active in the United States; litigation readiness, litigation holds and data preservation; sophisticated fact development to minimize the risk in litigation while strengthening the client’s case.

As an antitrust attorney, Mr. Gabriel has successfully assisted clients in responding to large, fast-paced regulatory requests. He has worked with Fortune 1000 companies in several industries, including high-tech, transportation, pharmaceuticals and financial services. Mr. Gabriel has testified as a 30(b)(6) witness on ediscovery process and data spoliation issues.

In addition, Mr. Gabriel teaches ediscovery at Benjamin N. Cardozo School of Law in New York.

Prior to joining Holland & Knight, Mr. Gabriel led the managed-review offering for a multinational professional services network. In addition, he led global engagements (including time in India to lead a team of 70) in ediscovery, contract intelligence and litigation readiness. Mr. Gabriel also consulted on data privacy and cross-border discovery, including GDPR and International Traffic in Arms Regulations (ITAR).

Judge Allison Goddard was sworn in as a U.S. Magistrate Judge for the Southern District of California in August 2019. She graduated from Boston College in 1993 and received her JD from the University of San Diego School of Law in 2000. Judge Goddard spent the first half of her legal career representing corporate defendants in litigation at Cooley LLP and her own law firm, Jaczko Goddard LLP. In 2011, she shifted her practice to representing plaintiffs in complex and intellectual property litigation. She has tried several cases, including class actions and patent infringement disputes. Judge Goddard speaks regularly on ediscovery and other litigation issues. She is a member of the Advisory Board of the San Diego Chapter of the Federal Bar Association and the Louis M. Welsh Inn of Court.

Maura R. Grossman is a Research Professor in the School of Computer Science at the University of Waterloo, an Adjunct Professor at Osgoode Hall Law School, and an affiliate faculty member of the Vector Institute, all in Ontario, Canada, as well as an ediscovery attorney and consultant in Buffalo, New York. Previously, she was of counsel at Wachtell, Lipton, Rosen & Katz, where for 17 years, she represented Fortune 100 companies and major financial institutions in civil litigation and white collar criminal and regulatory investigations, and advised the firm’s lawyers and clients on legal, technical, and strategic issues involving ediscovery and information governance, both domestically and abroad.

Maura is a well-known and influential ediscovery expert. She was described in Who’s Who Litigation E-Discovery Analysis as “‘sensational’ according to her peers and . . . a ‘go-to’ in the area,” and by Chambers & Partners USA Litigation: E-Discovery as “the best-known person in the area of technology-assisted review; a superstar among superstars.” Maura’s scholarly work on TAR, most notably, Technology-Assisted Review in E-Discovery Can Be More Effective and More Efficient Than Exhaustive Manual Review, published in the Richmond Journal of Law & Technology in 2011, has been widely cited in case law, both in the U.S. and abroad. Her longstanding contributions to ediscovery technology and process were featured in the February 2016 issue of The American Lawyer and in the September 2016 ABA Journal – where she was recognized as a 2016 Legal Rebel. In 2017, Maura was one of 10 additions to the ABA’s list of Women in Legal Tech; was named to the Fastcase50 list, which honors “the year’s smartest, most courageous innovators, techies, visionaries, and leaders in the law”; and was honored by the Association of Certified E-Discovery Specialists (“ACEDS”), and Women in eDiscovery (‘WiE”) as one of the “women who have served as pioneers and innovators in ediscovery and legal technology.”

Maura has been a court-appointed special master, mediator, and expert to the court in many high-profile federal and state court cases. She has provided ediscovery training to federal and state court judges, by invitation of the court, and has testified several times before the Advisory Committees on the Federal Rules of Civil Procedure and the Evidence Rules. Maura has also taught more than a dozen courses on ediscovery at Columbia, Georgetown, Pace, and Rutgers–Newark law schools, and has been a guest lecturer at many more.

Maura was a member of the Steering Committee of The Sedona Conference Working Group 1 on Best Practices for Electronic Document Retention and Production from 2012 through 2018, and also served as a member of the Steering Committee of the Seventh Circuit Council on Electronic Discovery and Digital Information. She has been involved in the National Institute of Standards and Technology’s Text Retrieval Conference (“TREC”) since 2008; in 2010 and 2011, as coordinator of the Legal Track, and in 2015 and 2016, as coordinator of the Total Recall Track. Maura presently serves on the Advisory Boards of the Electronic Discovery Reference Model (“EDRM”), ACEDS, and the Merlin Foundation, as well as the Georgetown Advanced eDiscovery Institute and Arizona State University-Arkfeld eDiscovery and Digital Evidence Conference.

Maura graduated with an AB, magna cum laude, from Brown University. She earned MA and PhD degrees in Psychology from the Derner Institute of Advanced Psychological Studies at Adelphi University, and a JD, magna cum laude, Order of the Coif, from the Georgetown University Law Center. While at Georgetown, Maura served as Executive Notes and Comments Editor of the Georgetown Law Journal.

Donna is currently Vice President, Associate General Counsel, with global responsibility for supporting IBM’s cloud business. Donna is also a Founding Board Member of IBM’s AI Ethics Board, and she led IBM’s Global Pro Bono Program for three years. From 2011 to 2014, Donna worked in Dubai on international assignment as Senior Regional Counsel, IBM Middle East, North and West Africa.

Donna has over 25 years of experience in advising her senior business clients on various legal issues as well as more than 25 years of non-profit board service in a variety of leadership, advisory and committee roles. Donna has been involved in AI legal matters since the inception of IBM’s Watson AI business unit in 2014.

Donna is a speaker on AI, AI Ethics, AI and the Law and the intersection of STEM and the Law. Donna holds a JD from Northwestern Pritzker School of Law.

Justin Herring provides clients with comprehensive representation and counseling on sophisticated cybersecurity matters, including global incident response, enforcement actions and related litigation, cyber monitorships and regulatory compliance. He also advises individuals and entities in the crypto and fintech sectors.

Kang has extensive experience as in-house general counsel, having worked for a range of leading organizations focused on revolutionizing their industries, from semiconductors to e-commerce, and renewable energy to cybersecurity.

She has been general counsel for a number of companies, including Chronicle, Makani, and Cupertino Electric, Inc., where she negotiated a number of utility-scale solar projects with utilities and other organizations. Kang began her in-house legal career at Lam Research Corporation, gaining global experience working with subsidiaries in Asia, Europe, the Middle East, and Australia. Prior to Lam, she worked in Seoul as a foreign legal consultant for the law firm of Shin and Kim. She started her career with Sheppard, Mullin, Richter & Hampton in Los Angeles. Kang holds an undergraduate degree in philosophy from Stanford University and a law degree from the University of Michigan School of Law.

In addition to her extensive experience, Kang also invests her time supporting people in the legal community. She is the founder of the Women’s General Counsel Network (WGCN), which brings together women general counsels to provide support and education relating to their professional roles, and is now more than 1600 members strong.

Eric serves as the liaison between the legal and technology teams at the Minnesota Attorney General’s Office. He uses his specialized knowledge and experience to create technology-based solutions for complex problems. He helps develop case strategy related to the collection, review, and production of information. In the courtroom, he helps his colleagues communicate their theory of the case through exhibits and other visuals.

Prior to the AGO, Eric worked for a boutique digital forensics firm specializing in the investigation of trade secret theft. He has served as both a testifying and consulting expert witness.

Amber Loftus joined the Ohio Attorney General’s Office as a paralegal in the Antitrust
section in 2013, where she assisted in complex litigation. Her expertise with review
platforms, discovery, and legal technology made an effortless transition into the
Litigation Support Unit in 2020. Amber enjoys helping individuals with all their
discovery needs, particularly managing large review teams.

An accomplished business operations leader with extensive experience ranging from Fortune 200 companies to startups, Juanita serves as legal operations consultant to in-house law departments.

Juanita was previously the director of legal operations and administration for the office of the general counsel at PG&E, the largest utility company in the nation. In that role, Juanita was responsible for ensuring efficient, effective operations throughout PG&E’s legal organization. She led multi-year processes for integrated strategic planning, finance, talent management, systems administration and department operations. She also oversaw outside counsel management, the enterprise claims department, and other key initiatives, working closely with the enterprise lines of business to facilitate successful relations. Additionally, Juanita served as a champion for diversity and inclusion throughout the company.

Dr. Megan Ma is a Research Fellow and the Associate Director of the Stanford Program in Law, Science, and Technology and the Stanford Center for Legal Informatics (CodeX). Her research focuses on the translation of legal knowledge to code, considering its implications in contexts of human-machine interaction. She also teaches courses in computational law and insurance tech at the Law School.

Dr. Ma is also currently an Advisor to the PearX for AI program, Editor-in-Chief for the Cambridge Forum on AI, Law, and Governance, and the Managing Editor of the MIT Computational Law Report and a Research Affiliate at Singapore Management University in their Centre for Computational Law. Megan received her PhD in Law at Sciences Po and was a lecturer there, having taught courses in Artificial Intelligence and Legal Reasoning, Legal Semantics, and Public Health Law and Policy. She has previously been a Visiting PhD at the University of Cambridge and Harvard Law School respectively.

Sean leads the firm’s innovation in organizing and prosecuting individual class cases across many states involving the same defendants and similar factual and legal issues, an approach that continues to be a key factor in the firm’s success.

Current Role

• Partner, Hagens Berman Sobol Shapiro LLP
• Practice focuses on multi-state and nationwide class actions and complex commercial litigation encompassing securities and finance, consumer, antitrust, insurance and products
• Diverse experience in most of the firm’s practice areas, involving appearances in state and federal courts across the country at both the trial and appellate levels
• Key member of the firm’s automobile defect litigation team
• Key member of the firm’s securities litigation team, co-leading the prosecution and settlement of the In re Charles Schwab Securities Litigation, the In re Oppenheimer Champion Income Fund Securities Class Actions and the Oppenheimer Core Bond Fund Class Action Litigation
• Key member of the firm’s pharmaceutical litigation team that confronts unfair and deceptive pricing and marketing practices in the drug and dietary supplement industries including Average Wholesale Price Litigation, the First Databank/McKesson Pricing Fraud Litigation and the Enzyte Litigation

Steve has more than 20 years of legal and compliance experience in the financial services industry in the US and UK. As Chief Legal Officer and General Counsel at Nasdaq Private Market, Steve leads all legal affairs for the company globally and provides guidance to the business on corporate, commercial, and securities matters.

Considered the “Magic Man,” independent fire litigation consultant Greg McCullough specializes in uncovering the key evidence that makes the case in fire-related litigation.

Jeffrey McKenna, CIPP US/E, is a Senior Ediscovery and Privacy Attorney in Orrick’s Chambers-recognized Ediscovery & Information Governance practice based in San Francisco. He holds two certifications from the International Association of Privacy Professionals in both US and European privacy law, and has significant experience advising large organizations on complex privacy and discovery issues, including those related to cross-border investigations, international discovery, cybersecurity incidents, CCPA, GDPR, HIPAA, Chinese state secrets law, and state specific privacy laws.

Gordon Moffat is an experienced leader in ediscovery and legal technology, skilled in managing projects, teams, and processes. He’s passionate about achieving informed consensus and dedicated to delivering exceptional results.

Christine Braken Moore is a paralegal at Clark Partington, a preeminent Gulf Coast regional law firm serving the comprehensive legal needs of individuals and businesses as lifelong trusted advisors and counsel. In this role, Christine works to support and consult with litigation teams and clients on ESI preservation, collection, review and production. She is responsible for facilitating best practices in managing client data and implement applications to support the litigation and discovery life cycles, as well as coordinating internal training. She is well versed in guiding attorneys and paralegals on ediscovery best practices and preparing technology for use at trial.

Jeremiah J. Morgan attended Brigham Young University Law School, graduating summa cum laude. Following law school, Mr. Morgan clerked for Judge C. Arlen Beam on the U.S. Court of Appeals for the Eighth Circuit. He then joined the international law firm of Bryan Cave LLP. Mr. Morgan served as Deputy Solicitor General for Missouri, then General Counsel to the Supreme Court of Missouri. He currently serves as Deputy Attorney General. He has argued hundreds of appeals in state and federal appellate courts across the country. Mr. Morgan is a frequent presenter at continuing legal education programs on a variety of topics.

Paul Noonan is an experienced corporate litigation attorney and ediscovery expert, currently serving as in-house ediscovery counsel for United Airlines. With a career spanning roles at Robert Half, General Motors, and Sears, Paul manages discovery for a wide range of legal matters, including intellectual property, antitrust, class action, product liability, employment, and real estate cases. He is responsible for vetting, selecting, and implementing ediscovery technology, and developing best practices with a focus on risk management and cost savings. Paul also oversees litigation portfolios, supports regulatory and criminal divisions, and assists with internal investigations. Known for his deep understanding of the ediscovery landscape, Paul has witnessed the evolution of the field from its early, ‘wild west’ days to the sophisticated in-house operations of today

Ryan O’Leary is a Research Director in IDC’s Security and Trust research program covering Privacy and Legal Technology. In this role, Mr. O’Leary leverages his legal experience to provide perspective on changes in laws, shifting regulation, and other market forces that affect technology decision making today for both law firms and corporations. He also provides thought leadership that technology suppliers and technology buyers may use to develop effective strategy for the future. Mr. O’Leary’s core research coverage includes the evolution of eDiscovery and legal technology. As well as, the evolution of privacy compliance technology and impacts of new and emerging data privacy regulation.

Previously, Ryan was an ediscovery leader at General Electric’s ediscovery center of excellence managing complex tort litigation. He also led GE’s global launch of an AI enabled contract management software solution. Prior to GE, Mr. O’Leary operated a private practice law firm.

Judge Rebecca R. Pallmeyer served as a Magistrate Judge for the United States District Court for the Northern District of Illinois in Chicago from October 1, 1991, to 1998. She served as Presiding Magistrate Judge from 1996 until 1998. On July 31, 1997, Judge Pallmeyer was nominated to the federal bench by President Bill Clinton. She was confirmed by the Senate on October 21, 1998, and received her commission on October 22, 1998. On July 1, 2019, Judge Pallmeyer became Chief Judge of the Northern District of Illinois, making her the first woman to head the federal court in Chicago in its 200-year history.

Judge Pallmeyer was born in Tokyo and grew up in St. Louis. She received a Bachelor of Arts degree from Valparaiso University in 1976 and a Juris Doctor from the University of Chicago Law School in 1979. Before taking the bench, Judge Pallmeyer was a law clerk to Rosalie E. Wahl, Minnesota Supreme Court Justice, from 1979 to 1980. Judge Pallmeyer was in private practice in commercial litigation in Chicago, Illinois from 1980 to 1985 at the law firm of Hopkins & Sutter (later acquired by Foley & Lardner). Judge Pallmeyer then served as an administrative law judge on the Illinois Human Rights Commission from 1985 to 1991. During her more than two decades on the federal bench, Judge Pallmeyer has presided over several significant cases. She presided over the six-month corruption trial of former Illinois Governor George Ryan, whom she sentenced in 2006 to six-and-a-half years in prison. Another was the trial of the man who helped plot the murder of Heather Mack’s mother in Bali, whom she sentenced to nine years in prison.

Judge Pallmeyer serves as the Seventh Circuit’s District Judge Representative to the United States Judicial Conference. She is an honorary fellow of the College of Labor and Employment Lawyers and a fellow of the American Bar Foundation. Since 2006, Judge Pallmeyer has served on the faculty for the annual ALI-CLE program, Current Developments in Employment Law, held in Santa Fe, New Mexico. Judge Pallmeyer is past President of the Lawyers Club of Chicago, past President of the Richard Linn American Inn of Courts, and an active member of the Chicago Bar Association, the Chicago Chapter of the Federal Bar Association, the Women’s Bar Association of Illinois, and the American Bar Association.

The Honorable Evette D. Pennypacker has served on the Superior Court of Santa Clara County since her appointment by Governor Brown in 2018. Before her judicial appointment, she was a distinguished intellectual property litigation partner at Quinn Emanuel, where she represented clients nationwide in patent, copyright, trademark, and trade secret cases. Judge Pennypacker holds a J.D., magna cum laude, from U.C. Hastings College of the Law and a B.A. from the University of California, Santa Cruz.

Josaphat “Jack” Plater-Zyberk is an attorney with a technology and engineering background who has authored complex documents, achieved significant process improvements, and assisted with the management of large teams.

Brittany Resch is an attorney in Strauss Borrelli’s class action practice, where we bring claims on behalf of consumers against some of the largest corporations in the United States for violations of various laws, including consumer protection, consumers’ right to privacy, data breach, and product liability. By doing this work, not only do she represent and fight for consumers’ rights, she also keeps corporations in check and ensure their compliance with these state and federal laws.

After graduating from law school, Resch clerked for United States District Court Judge Richard H. Kyle in the District of Minnesota. Since 2016, she has litigated a variety of cases on behalf of consumers and small businesses for violations of antitrust and consumer protection laws. Resch currently brings class action claims for violations of the product mislabeling and false advertising laws of various states, product liability laws, the Telephone Consumer Protection Act (“TCPA), Illinois’ Biometric Information Privacy Act (“BIPA”), and state right to privacy laws. Prior to joining Turke & Strauss in 2022, Resch was an attorney at Gustafson Gluek PLLC, a class action boutique in Minneapolis, Minnesota.

Alex Su is the Chief Revenue Officer of Latitude.

As a member of the executive leadership team, Alex is responsible for leading the company’s sales and marketing efforts.

Prior to joining Latitude, Alex spent nearly fourteen years working at the intersection between law and innovation. Previously, he held a range of sales and marketing roles at emerging startups serving the legal sector and was most recently the Head of Community Development at Ironclad, a contracts technology company.

In addition to his sales and marketing experience, Alex has an active presence on social media. He has over 250,000 followers on LinkedIn, Twitter, Instagram, and TikTok and publishes a newsletter called Off The Record that discusses unique career paths, business development, and the future of work. Alex is a member of the Fastcase 50, a group of visionaries and leaders who are “leading the charge on innovation in the law.”

Alex graduated from the Northwestern Pritzker School of Law in 2010 where he served as an editor of the law review and was the student commencement speaker. He is a former associate at Sullivan & Cromwell and clerked for the Hon. Edmond E. Chang of the Northern District of Illinois. Alex is a New York native who now lives in Alameda with his wife and their two children.

Quyen Ta is a high-stakes trial and complex civil litigation lawyer with a nationwide practice focusing on consumer class actions, business disputes, and international and U.S. arbitrations. Her clients include both publicly traded and venture-backed companies in various industries and regions throughout the world.

Ms. Ta serves as lead counsel in numerous consumer class action matters in state and federal
courts. She regularly handles litigation involving statutes as varied as California’s Business
& Professions Code Sections 17200 and 17500, Florida’s Deceptive and Unfair Trade Practices Act (FDUTPA) and the Telephone Consumer Protection Act (TCPA). Ms. Ta has defeated billions of dollars in consumer claims through favorable settlements, dispositive and class decertification motions, and many other strategies.

Her practice also includes advising on complex business and civil disputes before U.S.
state and federal courts, as well as domestic and international arbitral tribunals, on behalf
of clients in the energy, financial services, life sciences and health care, manufacturing,
technology and other sectors.

Ms. Ta has achieved trial victories and successful settlements in intellectual property, trade secrets and employment mobility cases related to semiconductor, integrated circuit, micro-
lending and mobile device technology. She also has obtained defense verdicts and secured other resolutions in matters involving significant claims of breaches of contract and confidentiality and alleged violations of the False Claims Act and Anti-Kickback Statute.

She is chair of California Gov. Gavin Newsom’s Bay Area Judicial Advisory Selection Committee.

Ms. Ta has been named a Top 100 Lawyer, a Top Woman Lawyer and a Top Trade Secrets Lawyer in California by the Daily Journal. She was also recognized as a Woman Leader in Tech Law for Litigation as well as a California Trailblazer by The Recorder, and a Lawdragon Leading 500 Lawyer in America. In 2023, she received the Dale Minami Impact Award from the Asian American Bar Association of the Greater Bay Area, the Vanguard Award from the Alliance for Asian American Justice and the Judge Learned Hand Award from the American Jewish Committee of San Francisco. In addition, in 2021, Ms. Ta was honored with the Thought Leadership Award at Corporate Counsel’s Women, Influence & Power in Law conference.

As the Chief Information and Security Officer of Cole, Scott & Kissane, Jason Thomas brings over eight years of leadership experience in overseeing the firm’s information security and technology strategies. With a career spanning more than 24 years in the technology sector, his expertise extends across a variety of industries, including biotechnology and local government, allowing him to adopt a versatile and insightful approach to integrating technology with business objectives.

Thane is responsible for setting the policy, procedure and performance metrics for the ediscovery phase of litigation for HP Inc. This includes reviewing and revising global processes surrounding the identification, preservation, collection, processing and review of information, as well as measuring vendor and outside counsel performance.

Before joining HP, Thane was senior counsel in the litigation department of Allianz Global Corporate & Specialty. He started his career as an attorney for Jones Day where he represented clients in complex commercial litigation. He received his JD from the University of Southern California Law School and was an editor on the Southern California Law Review.

William “Bill” Vance is Chief Technology Officer at Adams and Reese, an Am Law 200 firm with over 200 attorneys in offices throughout the Southern U.S. and in Washington, D.C. As CTO, Bill is responsible for the technological success of the firm, spearheading the technology initiatives within an organization where “collaboration is our watchword up and down our law firm.”

Prior to joining Adams and Reese, Bill served as Director of Network Services & Engineering for Pillsbury Winthrop Shaw Pittman and Director of Information Systems at Waller Lansden Dortch & Davis, among others.

Thuy is a journalist, entrepreneur, board member and company advisor with a deep commitment to creating educational and economic opportunities for underserved groups. She’s also an immensely analytical and trusted journalist who’s earned 7 Emmy awards for stories and interviews that resonate profoundly with audiences. As a frequent speaker, Thuy has been interviewed by major media outlets such as the New York Times, CNN and the San Francisco Chronicle in addition to speaking engagements at major companies like TPG, Clorox and DocuSign.

Most recently, she was co-founder and CEO of the Global Mentor Network - a mission-driven company focused on building leadership for an unequal world by providing digital mentorship at scale, democratizing leadership development and offering broad access to insights from high caliber leaders.

A refugee from Vietnam, Thuy was the nation’s first Vietnamese American television news broadcaster in a Top 10 U.S. market. She has covered everything from presidential elections to natural disasters to economic crises, earning 7 Emmy awards along the way as well as a prestigious Edward R. Murrow award for in-depth journalism. The Bay Area News Group named her one of Northern California’s "Most Inspiring Women.”

Following stints as an anchor/reporter at ABC and CBS stations as well as NPR, she was a key figure in launching “KQED Newsroom” – an in-depth current affairs program on one of the nation’s largest and most respected public media stations. She was the founding anchor and moderator. During her tenure at KQED, the California State Legislature honored her with an Excellence in Journalism award, commending Thuy for “her exemplary record of professional and civic achievement.”

Thuy is a board member at The RealReal public company, serving as a chairwoman of The RealReal Foundation. She also served on the Advisory Board at DocuSign, the pioneering platform for e-signature and digital transaction management. In addition, she was a longtime board member of the Asian Pacific Fund, a nonprofit community foundation serving vulnerable Asian Americans in the areas of education, health, and legal services.

In 2019, Thuy was recognized with a Community Leadership Award from the Angel Island Immigration Station Foundation. The group’s previous honorees include legendary architect I.M. Pei, former U.S. Transportation Secretary Norman Mineta and Yahoo co-founder Jerry Yang. Her immigration story is a featured interactive exhibit at the Angel Island Immigration Museum in the San Francisco Bay Area.

Renner is Of Counsel in Hausfeld’s New York office. He is a dynamic litigator, whose practice focuses on pursuing justice for plaintiffs in a wide range of complex cases involving natural resources, environmental justice, civil and human rights, toxic torts, antitrust, consumer protection, and cybersecurity. He also maintains a strong public entity practice, representing state governments and one of the largest water authorities in the United States in environmental litigation.

Recently, Renner served as a key part of Hausfeld’s team in In re: T-Mobile Customer Data Security Breach Litigation. The team secured a $500 million settlement for a class of more than 76 million victims of T-Mobile’s 2021 data breach.

Before joining Hausfeld, Renner worked at a prominent national plaintiffs’ civil litigation firm, where he represented thousands of children who were lead poisoned in the Flint Water Crisis. He was the firm’s primary appellate and complex motion attorney, briefing and arguing a wide array of dispositive, jurisdictional, evidentiary, and Daubert motions in both trial and appellate courts across the country.

Previously, he served as an Assistant Attorney General in the Iowa Attorney General’s Office, where he practiced environmental, administrative, and constitutional law. He advised administrative agencies and litigated cases involving novel issues of constitutional, statutory, and regulatory law, all while maintaining a busy administrative prosecution docket. He began his legal career by serving as the judicial law clerk to the Honorable Mark S. Cady, Chief Justice of the Iowa Supreme Court.

Renner earned his J.D. with highest honors in 2012 from Drake University Law School, where he was elected to the Order of the Coif and the Order of the Barristers, served on the Editorial Board of the Drake Law Review, and captained Drake’s environmental law moot court team. In 2017, he held a graduate research fellowship in environmental law at the Elisabeth Haub School of Law at Pace University, where he also earned an LL.M. in Environmental Law, summa cum laude.

In 2023, Renner was recognized in the Bold Award category, an award given to those persons who have demonstrated a fearless approach to litigation or problem solving, one of five award categories that make up the Hausfeld Values Awards, an annual recognition program that highlights the achievements of Hausfeld team members based on their significant contributions made and results achieved over the prior calendar year. His tireless work on behalf of plaintiffs was recognized in 2024, when he was named a Rising Star of the Plaintiff’s Bar by the National Law Journal.

Lyzette Wallace is discovery counsel at Cohen Milstein and a member of the Securities Litigation & Investor Protection practice. She assists in discovery and evidentiary-related aspects of litigation and deposition preparation.

Lyzette has extensive discovery experience related to government investigations and litigation involving securities, antitrust, and False Claims Act violations in industry sectors including financial services, pharmaceuticals, medical devices, healthcare, and involving the U.S. Securities and Exchange Commission, the U.S. Department of Justice, Federal Communications Commission, Federal Trade Commission, Food and Drug Administration, and numerous state attorneys general offices.

Prior to joining Cohen Milstein, Lyzette worked with a plaintiffs’ firm and a defense firm. As a plaintiffs’ attorney, she represented health care insurers against brand pharmaceutical manufacturers in large, antitrust class actions involving False Claims Act violations, kickbacks, Hatch-Waxman abuses and whistleblower claims. Lyzette was a member of the team that represented a whistleblower against a brand pharmaceutical manufacturer, leading to what was at the time the largest health care fraud settlement in the U.S. Department of Justice’s history. As a defense attorney, she defended clients in internal and external investigations in deferred prosecution agreements, False Claims Act violations, Food, Drug and Cosmetics Act violations, kickbacks and qui tam matters involving the U.S. Department of Justice, the House Ways and Means Committee, the Senate Finance Committee, Food and Drug Administration, and various state attorneys general offices.

Lyzette is a certified coach through the Coach Training Alliance and founded C3 Coaching, Inc. She is also an accomplished facilitator and speaker and has had the opportunity to give a presentation to a State Department audience that provided successful strategies for managing difficult client relationships and communications.

Prior to practicing law, Lyzette was a senior technical and marketing recruiter at Microsoft, and founded, owned, and operated an education consulting business.

Outside of work, Lyzette is a tennis player, theatergoer, and foodie.

Wayne leads the Solutions Architecture team for Federal Partners at Amazon Web Services (AWS), with over two decades of experience in IT modernization and innovation acceleration. His background spans healthcare, federal, aviation, consumer, financial, and startup sectors, with previous roles including leadership of AWS’ Aerospace and Defense Solutions Architecture team and to the serverless team.

Joan Washburn is the Director of Legal Support Services for Holland & Knight LLP and is based out of the firm’s Boston office. Her primary responsibilities include leading the firm’s efforts in developing and implementing strategies for the management of complex controversy matters with specific emphasis on ediscovery, managed document review and risk management. She joined the firm in 2006.

Michael is a partner in Tonkon Torp’s Litigation Department. He tries complex cases—including a nine-figure jury trial.

Before joining Tonkon Torp, Michael practiced in the Litigation Department at Gibson, Dunn & Crutcher LLP for four years. He earned his JD from Columbia Law School, where he was a Harlan Fiske Stone Scholar, Alexander Hamilton Fellow, and Managing Editor of the Columbia Business Law Review. As a law student, he externed for Judge Michael W. Mosman of the U.S. District Court for the District of Oregon.

Michael worked as an analyst at economics consulting firm Analysis Group, Inc., before attending law school. There he performed financial and statistical analyses in support of expert witnesses, whose reports and testimony were used at trial. While earning his undergraduate degree in economics and Spanish, Michael interned at the U.S. embassy’s economics section in Madrid.

Michael is a native Oregonian, raised in Corvallis.

Cal Yeaman works as a Project Attorney in Orrick Analytics where he leads an interdisciplinary litigation support team that focuses on the intersection of law, technology and data.

In his capacity as a Project Attorney Cal works with clients and case teams to advise and consult on ediscovery collections, analyze data, manage review, and shepherd cases through to disposition. Cal also works as part of the innovation organization as a key team member focusing on using data, innovation and process to drive operational excellence in the delivery of legal services.

Michelle Beer is a Training Specialist Team Lead on Everlaw’s User Education team. In her role, she designs learning experiences and resources for Everlaw’s users and has led virtual and in-person training series. She’s passionate about helping users from the legal, government, and corporate organizations get the most out of Everlaw’s platform. Prior to joining Everlaw, Michelle designed and taught university history courses.

Bree Cahn is a User Education Specialist at Everlaw. As a trained therapist, Bree’s approach to User Education is rooted in empathetic communication. She believes in creating a supportive environment where users feel heard, which fosters deeper learning and engagement. Outside of work, Bree enjoys running, playing ultimate frisbee, and blowing bubbles for her kiddo.

John Carr is the director of federal programs at Everlaw, where he supports Everlaw’s strategic federal customers, including the U.S. Department of Justice, U.S. Courts, and U.S. Department of the Interior, and is especially interested in identifying solutions to improve ESI sharing across parties.

In this role, John also helped to stand up the “Everlaw for CJA” program which provides much-needed ediscovery support to Criminal Justice Act Panel attorneys across the country.

Prior to joining Everlaw, John was a senior leadership consultant for the U.S. Department of Justice Office of Chief Information Officer’s Innovation Engineering team, where he applied design thinking approaches to several key initiatives across the agency, including ways to improve investigative data sharing.

As a former science teacher, Alex’s approach to User Education stems from inquiry based learning. He believes asking the right questions creates an engaging environment where users can learn from each other. Outside of work Alex enjoys cooking new recipes and hiking with his dog Azul

Pauline Day is the Director of Product Learning at Everlaw, where she leads initiatives to empower users with knowledge and skill-building resources. She is committed to creating engaging learning experiences that drive product adoption and user success.

TJ Hadley is an attorney and Sr. Customer Success Manager at Everlaw, where she partners with Everlaw users to support their success throughout the discovery lifecycle. Prior to joining Everlaw, TJ worked as a project manager for two discovery service providers, and practiced as a litigation associate and ediscovery attorney.

Alex Hafez leads the Solutions Architects team at Everlaw. He provides technical support and subject matter expertise throughout the sales cycle. Prior to Everlaw, he worked as a Solutions Architect at FTI Consulting and as a Project Manager at Advanced Discovery. Alex is a licensed attorney and has worked for law firms and legal services providers in the Washington, D.C. area.

Tori is a Training Specialist by day and a paralegal student by night. Her background is in Tech and Education, but over the past few years she has gained an appreciation for the legal field which ultimately brought her to Everlaw.

Chuck Kellner is an ediscovery strategist with a record of success helping clients give and get the discovery they need with fairness and proportionality. His experience spans litigation support in Am Law 50 and Big Eight, expert testimony in state and federal courts, and thought leadership and consulting to industry leaders and educational organizations.

Sophia Khan is a Sr. Customer Success Manager at Everlaw, where she partners with clients to help ensure their success throughout the litigation and investigations process. Before joining Everlaw, Sophia previously worked for Atrium and Squire Patton Boggs, among others. She is a graduate of the University of Illinois Urbana-Champaign and Loyola University, Chicago.

Alyssa is a dedicated User Education Specialist at Everlaw, where she loves empowering users to feel at ease and confident with the platform. Before diving into the world of user education, Alyssa sharpened her skills as a Customer Support Specialist, gaining deep insights into what users truly need. When she’s not crafting engaging training sessions, Alyssa enjoys cozying up with her beloved cats or getting creative with her crochet projects.

Sandro manages Everlaw’s Large Legal customer success team. Sandro has more than 15 years of professional experience in ediscovery, customer success, and legal practice.

Aubrey Patrick is a User Education Manager at Everlaw. In this role she develops training sessions and webinars, leads tailored training series, and creates self-serve learning resources: all with the purpose of helping users feel confident leveraging features across the Everlaw platform. Prior to joining Everlaw she was a teacher in the Bay area, teaching a range of topics including coding and mathematics.

A business development executive working to ensure successful outcomes for clients with complex ediscovery and legal technology needs, Chad’s roots his work in consultative partnerships that keeps clients ahead of the curve.

Claire is a Senior User Education Manager, UK at Everlaw, where she works out of the London office. Claire focuses her work on designing learning experiences for our global users and brings her direct experience as a former Everlaw user to client workflows. Outside of Everlaw, Claire enjoys playing ultimate frisbee and exploring London with her border collie.

Ryan Sherman is a Strategic Account Executive at Everlaw, working with state and local government entities.

Kayla Teese is a Training Specialist on the User Education team at Everlaw. She’s passionate about witnessing the “lightbulb moment" in training sessions when users say “Oh, that’s how you do it?! That’s going to make my job so much easier!” Before Everlaw, you could find Kayla in a classroom in San Francisco teaching literature and history to teenagers.

Megha Thakkar is a certified CISSP professional with over 15 years of industry experience in the field of cybersecurity, risk, and compliance. Megha has a wide variety of experience in building and managing robust risk management and compliance practices. She is a firm believer of serving customers with a “secure product” that provides customers the desired peace of mind when leveraging cloud and third party solutions.

Greg Thorne is the Director of User Education at Everlaw. In his role, he works to expand and evolve Everlaw’s education program and regularly helps users to build their experitise in the Everlaw Platform. Prior to joining Everlaw, Greg worked as a litigation associate and has extensive knowledge of the ediscovery and it’s connection to the litigation process.

Sean Wiederkehr is an expert ediscovery practitioner with a record of success helping clients give and get the discovery they need. His current role on Everlaw’s Solution Architect team assists law firms and corporations in validating their technical requirements and highlighting the value that our platform can bring to their organizations.

Sean has 18 years of experience in the ediscovery space and has worked for both boutique litigation shops and Am Law 50 firms. He has experience at every stage of the EDRM cycle and has worked on matters covering a broad spectrum of practice area including regulatory investigations, complex litigation, and other disputes.

Sean holds a BA from UCLA. He lives in New York where he hosts a weekly pub trivia night and plays music in a band.